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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,166 | $99,011-36.2% | $86,582-27.0% | $147,586-57.2% |
| Participation rate | 52.4% | 76.3%-24.0pp | 73.5%-21.2pp | 82.8%-30.4pp |
| Annual return | 2.95% | 1312.75%-1309.8pp | 965.08%-962.1pp | 578.59%-575.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,720 | $3,972-6.4% | $3,609+3.1% | $5,439-31.6% |
| Admin fee / account holder | $1,343 | $5,709-76.5% | $4,904-72.6% | $10,886-87.7% |